+1,144.9%
STX vs VCLT
-15.1%
+1,160.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +10.7% | +0.3% | +10.4% | +10.5% |
| 30D | +11.3% | -0.6% | +11.8% | +11.6% |
| 3M | +3.2% | -2.2% | +5.5% | +4.6% |
| 6M | +157.0% | -2.9% | +159.9% | +161.7% |
| YTD | +229.2% | -2.1% | +231.3% | +233.8% |
| 1Y | +381.8% | -2.6% | +384.4% | +390.0% |
| 3Y | +1,383.2% | +12.5% | +1,370.7% | +1,298.1% |
| 5Y | +1,144.9% | -15.3% | +1,160.2% | +1,227.2% |
| All | +1,144.9% | -15.1% | +1,160.0% | +1,227.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VCLT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling